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Distance Only Dublin, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Megan Rouse (CRD# 4250283) is an Investment Advisor Representative working at Megan Rouse Financial Planning in Dublin, CA and has over 15 years of experience in the finance industry. Megan Rouse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Rutledge (CRD# 2680675) is an Investment Advisor Representative working at Avantax Advisory Services in Dublin, CA and has over 28 years of experience in the finance industry.
Justin Saar (CRD# 6806444) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 6 years of experience in the finance industry.
Robert Santos (CRD# 5648348) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dublin, CA and has over 14 years of experience in the finance industry.
Richard Saso (CRD# 1396228) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Dublin, CA and has over 35 years of experience in the finance industry.
John Vandenberg (CRD# 6158603) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 11 years of experience in the finance industry.
Robert Williams (CRD# 4429778) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 21 years of experience in the finance industry.
Nabil Andeshmand (CRD# 6519350) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Dublin, CA and has 1 year of experience in the finance industry.
Devin Berkowitz (CRD# 7563183) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 2 years of experience in the finance industry.
Akash Chauhan (CRD# 7383871) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 2 years of experience in the finance industry.